7582 results found
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Export documents in Markdown format
Hi there, it would be great to have the ability to export documents in .md format. Google Docs/Sheets do it too, and this is way better for AI to use and learn from our documents this way (without writing python scripts to read PDF/.docx files).
Thanks for considering this feature.1 vote -
Individual variables for section totals in pricing table
I'd like to be able to use section totals as unique variables from a pricing table (not just the subtotal/taxes/fees/total at the bottom).
1 vote -
Send notification to sender once a payment is initiated by a recipient
Send a notification to the sender once a payment is initiated by a recipient
1 vote -
Send a viewer of a PandaDoc Room to Hubspot as a new contact
When someone logs in to view content from a sales room, push their data to Hubspot to create a prospect if they are not in Hubspot already.
1 vote -
2 votes
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Mass create draft
Currently we can only mass send documents but it would be useful to mass create draft documents for our sales team to go through and send individually. Mass creating drafts and having them land in a folder which the salespeople can share out amongst themselves would be a great help to the way we do business.
2 votes -
"No Payment Collection" UI visibility on Quote builder with no Payment gateway configured
"No Payment Collection" button is showing in draft documents even when payment collection is disabled.
There is nothing to disable in Settings Payment gateway since there is no Payment gateway configured. The Message only appears when the Quote Builder is selected3 votes -
Recipient Filtering
Can no longer filter our documents by multiple recipients at one time. It now only let's me filter for on recipient at a time.
1 vote -
Option to Send Document via Link Instead of Defaulting to Sending via Email When Changing a Signer on a Sent Document
Currently, when changing a signer on a sent document and selecting Change and Send, PandaDoc automatically sends the document via email. It would be helpful to have an option to send the document via link instead.
2 votes -
Tracking the number of extensions per document
Can PandaDoc track:
Number of extensions per document?1 vote -
[Reports] Show details about the report itself (Who created the report and when it was created).
Currently, you are unable to see who created a report and when it was created.
1 vote -
2 votes
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Ability to specify the type (number, text, price) for custom variables.
Ability to specify the type (number, text, price) for custom variables so that, for example, if your custom variable has a 'Price' type, your value is formatted as an amount: 12250 >> 12,250.00
5 votes -
Option to set up a trigger on a partially signed document
we are wanting to set up an automation with our HubSpot account. However, we need an automation to run only 1 our of 2 people have signed the document? (partially signed).
1 vote -
Hubspot automation improvement
move a deal stage to a different pipeline when the document status changes (e.g., deal is in Pipeline A, and they want to update both the deal stage and move it to Pipeline B).
8 votes -
2 way sync: to to pass 2 product with the same SKU in Hubspot
2 way sync to to pass 2 product with the same SKU in Hubspot.
When two identical products (same SKU, name, and price) are added to the same quote section in PandaDoc CPQ, only one instance of the product is synced back to HubSpot. it would be great to have both line items to sync individually, as they appear separately in the PandaDoc quote builder.
2 votes -
Change the Due Soon Date on the Payments Tab
On the Payments Tab, I would like to change the "due soon" to reflect the next 28 days rather than the next 3 days. It would be great to be able to customize the due soon interval.
2 votes -
Room User Owner reassignment
It would be nice to have the option to change the Room Owner or have it reassigned
5 votes -
Ability to print signatures on paper documents
Ability to print signatures on paper documents and align with the formatting.
1 vote -
HubSpot CPQ: Ability to add CLI
Have the ability to add Content Library Items in the HubSpot CPQ process. At the moment, it's not allowing us to add more pages or a CLI.
2 votes
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